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市場調查報告書

全球鐵礦石

Global Iron Ore Metals Report Q3 2017

出版商 BMI Research 商品編碼 354009
出版日期 內容資訊 英文 78 Pages
商品交期: 最快1-2個工作天內
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全球鐵礦石 Global Iron Ore Metals Report Q3 2017
出版日期: 2017年05月31日 內容資訊: 英文 78 Pages
簡介

本報告提供全球鐵礦石調查分析,今後5年的預測焦點,價格預測,供給、需求、貿易,競爭情形,企業簡介等系統性資訊。

BMI的產業分析

  • BMI的見解

價格預測

  • 全球鐵礦石:從2017年後半開始下降趨勢

全球供給、需求、貿易趨勢

  • 全球鐵礦石:持續穩定供給

礦山供給:鐵礦石

  • 全球鐵礦石:巴西和印度促進成長

競爭情形

  • 主要企業的市場佔有率擴大

企業簡介

附錄

調查方法

  • 最後覆核

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目錄
Product Code: 2397-5156

BMI View:We have revised downwards our iron ore price forecast to an average of USD65/tonne in 2017 compared to USD70/tonne previously as Chinese demand for the ore is showing signs of cooling earlier than we expected. Nevertheless, government fiscal support to the infrastructure and construction sectors, despite being weaker than Q117, will ensure steel production holds up in 2017, sustaining demand for iron ore and ensuring prices do not collapse to the lows of 2016.

Latest Developments & Structural Trends

Price Forecast:

  • We have revised downwards our iron ore forecast to an average of USD65/tonne in 2017 and USD50/tonne in 2018, down from our previous forecasts of USD70/tonne and USD55/tonne, respectively. Our downwards revision is based on our current expectation that the Chinese government's fiscal support to the infrastructure and construction sectors will cool off earlier in 2017 than we previously expected. Having fallen from a peak in February 2017, iron ore prices are not set to rebound to their Q117 highs in the coming years. On the contrary, we expect prices to remain on a broad downtrend over our forecast period to 2021. Although the drop in iron ore prices happened earlier than we anticipated, it is in line with our long-held view that the rally in prices had gone ahead of weakening fundamentals and would face a correction in 2017.

Table of Contents

BMI Industry View

  • BMI View
    • Table: Global - Iron Ore Production Forecasts

Price Forecast

  • Global - Iron Ore: Downward Revision On Cooling Chinese Demand
    • Table: BMI Iron Ore Price Forecast
    • Table: Iron Ore Price Forecasts (2014-2021)

Global Trends In Supply, Demand & Trade

  • Iron Ore: No Tightness Ahead
    • Table: Global - Iron Ore Production Forecasts
    • Table: Select Countries - Crude Steel Consumption Forecasts

Mine Supply: Iron Ore

  • Global - Iron Ore: Stagnating Growth
    • Table: Select Countries - Major New Iron Ore Projects

Competitive Landscape

  • Major Players To Increase Market Share
    • Table: Largest Listed Iron Ore Producers By Market Capitalisation

Company Profile

  • BHP Billiton - Q3 2017
    • Table: Select Commodities - Price Forecasts
  • Latest Results
    • Table: BHP Billiton - Key Financial Data
  • Anglo American
    • Table: Select Commodities - Price Forecasts
    • Table: Anglo American - Key Projects
    • Table: Anglo American - Financial Data
  • Global Company Strategy - Rio Tinto
    • Table: Select Commodities - Price Forecasts
  • Company Analysis
    • Table: Rio Tinto - Key Financial Data
  • Global Company Strategy - Vale - Q317
    • Company Overview
    • Company Strategy
      • Table: Selected Iron Ore Producers - Key Financial Data
      • Table: Vale - Key Financial Data

Appendix

  • Table: Global - Iron Ore Production Forecasts
  • Table: Select Countries - Crude Steel Production Forecasts (2015-2021)
  • Table: Select Countries - Crude Steel Consumption Forecasts . .

Methodology

  • Cross Checks
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